See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,192 | $43,327-9.5% | $59,878-34.5% | $64,186-38.9% |
| Participation rate | 41.6% | 69.2%-27.6pp | 74.7%-33.1pp | 69.6%-28.0pp |
| Annual return | 30.13% | -1.55%+31.7pp | 3.46%+26.7pp | 7.63%+22.5pp |
| Employer contribution / active EE | $729 | $2,028-64.0% | $2,722-73.2% | $2,381-69.4% |
| Participant deferral / active EE | $1,672 | $2,546-34.3% | $3,402-50.9% | $3,470-51.8% |
| Admin fee / account holder | $24,070 | $3,005+701.0% | $3,590+570.4% | $4,888+392.4% |